After my basic framework (after buying the house in September) with $AVGO (+4,93 %) , $COST (-1,07 %) , $APH (+5,73 %) , $PH (+1,99 %) , $CVX (+1,04 %) , $EXENS (+2,95 %) & $NOC (-2,66 %) stands again,
Now go buy something in the almighty $HMWO (+0,98 %)